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Concept, built to show the software behind a manual role. Not delivered client work.

The margin leaks where the shelf and the system disagree.

Six orders stopped this morning. Not one of them stopped because a customer changed something.

The role
Order entry and inventory clerk
Sector
Wholesale distributor
Company in the software
Halstead Supply Co.
Their internal tool
Order Desk

The role you would hire for

The role is entering orders, allocating stock, running cycle counts, reconciling variances, and placing replenishment purchase orders with a handful of vendors. It lives inside the enterprise system and it is judged on speed and accuracy at the counter.

The manual process that implies

An order comes in, the clerk allocates against the quantity on hand, and a picker discovers the truth in the aisle. The variance gets written off as a miscount because four boxes is not worth an investigation. Nine counts later the same bin is still short, the same customer is still standing at the will call counter, and the purchase order that would have fixed it was calculated from the number that was wrong.

What the screens argue

$99,850

of orders stopped in the aisle by stock the system said was on the shelf

The variance between what the system says is on the shelf and what is actually there is where the margin leaks. A count history is already in the system. Nothing connects it to the allocation that promised the stock.

Three screens

Built to be read in a screenshot, then clicked through by whoever it lands with.

Open the working software
Order Desk software for Halstead Supply Co., screen 1 of three, orders that will not ship. Six orders, each stopped by exactly one line, with the blocking item opened inline.
01 of 03 Orders that will not ship
Six orders, each stopped by exactly one line, with the blocking item opened inline. System quantity, shelf quantity, the shortage and the age of the last count, on the same row as the customer who is waiting. The clerk does not have to go looking for the reason.
Order Desk software for Halstead Supply Co., screen 2 of three, count variances. Nine counts per bin as a small bar, so the shape of the problem is visible without a report.
02 of 03 Count variances
Nine counts per bin as a small bar, so the shape of the problem is visible without a report. One bin has been short on six of nine counts, always in the week after a container arrives, which is a put away step nobody records rather than shrink.
Order Desk software for Halstead Supply Co., screen 3 of three, purchase reorder. A drafted purchase order built from the vendor's real lead time and the variance each bin actually runs, with a confidence on every line and a keep or drop control.
03 of 03 Purchase reorder
A drafted purchase order built from the vendor's real lead time and the variance each bin actually runs, with a confidence on every line and a keep or drop control. One line is held back because sixty units may already be in the building, which is a judgment the buyer confirms rather than one the system makes.

Detail

The three places where this stops being a report and starts being a tool.

Detail from the Order Desk software. The blocking line, opened where the order is, with four numbers that explain it.
The blocking line, opened where the order is, with four numbers that explain it.
Detail from the Order Desk software. Nine counts and the pattern behind them, stated in plain language.
Nine counts and the pattern behind them, stated in plain language.
Detail from the Order Desk software. Suggested quantities with confidence, and a line held back for a human to check.
Suggested quantities with confidence, and a line held back for a human to check.

What it would take to build for real

The concept is a proposal about the shape of the work. This is the honest version of the rest.

What it reads

Open orders and allocations, the cycle count history that is already being recorded, receiving records, and the vendor lead times that can be measured from purchase order history instead of trusted from the item master.

What it writes

A flag on an allocation that is unlikely to pick clean, a count task for a bin that is drifting, and a purchase order draft the buyer edits before it goes.

What is genuinely hard

Nothing about the data. The hard part is being right often enough that the buyer stops checking every line, and being obviously wrong in a way they can correct in one click when the model is off.

Shape of the work

Four to six weeks. Roughly $10,000 to $16,000. The variance history is usually sitting in the existing system already, which makes the first useful screen fast.

Every engagement is staffed with a dedicated team and a named project lead who works directly with the person who owns the process. The software above was built before anyone paid for anything, which is the point.

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